Northern Large Cap Value’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 19.86 / 0.86 %
- Total Assets 63.5 Mil
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Adj. Expense Ratio
- Expense Ratio 0.570%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.20%
- Turnover 75%
Morningstar’s Analysis NOLVX
Will NOLVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.